Drafting Your First Will or Trust 2023 (2025)
Estate planning advice you can trust
Assets, directives, marital property, distributions, taxes, powers of attorney – at first glance, estate planning can seem like a daunting area of practice. But everyone needs an estate plan, which means that boosting your estate planning skills can help you start or expand your practice.
If you’re new to estate planning or you’d like to offer estate planning services to your existing clients, Drafting Your First Will or Trust is here to help you start at the beginning. Attorney Reg P. Wydeven will break down the core components you should address when creating wills and trusts for your clients, including:
- Identifying a testator or settlor
- Client directives and options
- Disaster/failure of beneficiaries clauses
- Payment of debts, taxes, and expenses
- Distribution of property
- Survivorship requirements/provisions
- Powers of personal representatives and trustees
- And more!
Estate planning advice you can trust
Assets, directives, marital property, distributions, taxes, powers of attorney – at first glance, estate planning can seem like a daunting area of practice. But everyone needs an estate plan, which means that boosting your estate planning skills can help you start or expand your practice.
If you’re new to estate planning or you’d like to offer estate planning services to your existing clients, Drafting Your First Will or Trust is here to help you start at the beginning. Attorney Reg P. Wydeven will break down the core components you should address when creating wills and trusts for your clients, including:
- Identifying a testator or settlor
- Client directives and options
- Disaster/failure of beneficiaries clauses
- Payment of debts, taxes, and expenses
- Distribution of property
- Survivorship requirements/provisions
- Powers of personal representatives and trustees
- And more!
You’ll receive step-by-step guidance on each provision in a basic will and trust, so you can be confident you’re right on track while drafting.
No matter your level of experience, Drafting Your First Will or Trust offers the skills you need to start your estate planning practice.
Product details
- Enhance your understanding of fundamental estate planning concepts
- Learn how to draft a valid, enforceable will from start to finish
- Receive a complete overview of the provisions in basic wills and trusts
- Walk away with the skills you need to offer estate planning services to your clients
- New lawyers
- Lawyers new to estate planning
Is your first court appearance on the horizon? Drafting your first will or real estate contract? There are firsts for every lawyer, new and experienced, and the Foundational Firsts Series from State Bar of Wisconsin PINNACLE® is designed to help you rise to the occasion. With sessions offering practical, step-by-step guidance on essential legal tasks and procedures you don’t learn in law school, Foundational Firsts programs help build your confidence and your resume. Click here for the full catalog of Foundational Firsts Series programs.